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Lots of noise that the government will be creating a green investment bank that surely will be great timing for the possible low cost financing of projects for Eqtec and partners. Given we are both solving some of the landfill issue and pure green energy we double up on the benefit to the climate.

"Britain’s growing green economy will receive a major boost in next week's Budget when Chancellor Rishi Sunak pledges £22billion for a new UK infrastructure bank"

https://www.telegraph.co.uk/politics/2021/02/27/exclusive-rishi-sunak-pledge-22bn-new-bank-budget-boost-green/

5% up at open so a step in the right direction. As another poster put it we have exchanged and onto completion:)

With the land agreement confirmed Billingham looks to be all systems go. I had hoped the European partner would confirm their equity but we haved moved forwards considerably and looks the European partner is looking at the bigger picture :

“The Project at Billingham, UK, is part of a number of projects being reviewed by a European owner-operator of waste-to-energy infrastructure. It is currently expected that, following completion of a final credit review and requisite documentation, the European owner-operator will provide the financing required for the construction phases and then commercially operate the plants.”

Billingham then Wood then Aries would be a perfect storm between now and the end of March. Lets hope we get Billingham off the ground as that will start the transformation proper and move Eqtec into the major league.

While i am no expert on all things HKex i do keep an eye on the split between Major and Retail that if i am correctt differentiates between retail buyers and institutions. This has shown a strong momentum from the majors and ultimately they are the ones who will have information on what is happening on the ground. The retail investors are also buying but i suspect will be a lot more once the results are out and hopefully the penny will drop as to the disconnect between profit, future prospects and current market cap.
http://www.aastocks.com/en/stocks/analysis/moneyflow.aspx?symbol=01156

I looked into AFC and PHE and Simec extensively and i am just drawn to Eqtec on the business model and the shere number of projects bubbling along and not all hanging on a few biggies. I just feel there is a steadier and clearer path given the £200m+ of projects already in the pipeline, sales on 5 continents, partnerships being built, protected IP (Aries aside but they will hopefully get a good kicking once the dust settles, and that real need for a turnkey waste to energy modular system that replaces incineration, works with 50 input feeds, and works just as well for commercial operations with 3GW need up to 25GW and all tested over last 10 years with a team that takes all the strain out of the business by sorting power grid deals, insurance for guaranteed peace of mind, dealing with planners and Eqtec are so confident they will take equity stakes along the way. In 5 years you have a serious power company that will be worth a fortune when majors need to get serious about green energy. We have a £1bn company in the making and even today at tuppence is a great entry. I fully expected a good retrace for AFC and PHE as i personally felt they had got a little ahead of themselves and Eqtec by comparison was grossly undervalued and perhaps that is why Eqtec is not really reacting in the same way but expecting all to leap forward on major news.

You might do well to re-read recent RNS where you will source information on the mine plan schedule and if you look carefully at where we are you might spot some differences to 4 years ago. The bank lineup is great, the unnamed but FTSE listed billion investor is a lot better than the ANS rabble who largely caused the 4 years of drift alongside other external factors. i am not singing praises of Harry just yet but lets get to end of March and see where the land lies. Anyone looking for a good risk/reward will do well to slide in at 2p.

The financing will come at execution of call option as otherwise if Eqtec planned to buy the land and then go and find financing they would have done that already realistically. The delay is largely i suspect fine tuning the major European investor who will probably use same template to then finance more in the future. Planning approval was last piece of news and now it should all come together. Scott Bros is sorted, planning is sorted and it is now the relationship between investor and Eqtec that should be confirmed as its been in discussion for sometime. Obviously things can slow down but personally it feels that timing is right now.

Need to bear in mind Kefi will be largely debt free as its TKGM that is raising finance. For me TK will throw off a lot of cash in the direction of Kefi and Kefi can easily then raise debt for injections into Saudi or use specialist mine finance to forward sell gold from TK. Therefore in my view 3-4 years for dividend is credible because off its balance sheet that if we remember will be substantial because the $60m spent on the mine so far is Kefis equity into the project so that $60m will give Kefi a very favourable balance sheet. Again something that people might be overlooking. Its a one off coup for Kefi shareholders when Harry executes this next month.

If i understand correctly we should get the Billingham fiancial close this week or possibly monday. Its trasnsformative for the Eqtec not only because of the cash windfall Eqtec will receive on completion but because it will execute a strategy of taking equity stakes pre planning, making a huge equity gain post planning approval but more importantly Eqtec shareholders gain access to future profitability of projects. Its a dream business model that is highly replicable and while the first might be sliw subsequent projects will be quick. Whether we get the Wood report and collaboration agreement this week or maybe next we will wait to see. Big few weeks imho.

I think Cacao is the dark horse and could help make a decent dent into the 5m district. Its clear thats the target and this is the low hanging fruit. Hopeful when we get an update it will more than expectations as judging by market today the news was ignored, partly understandable until we clear the land ownership and production plan but for me i am very glad we are cracking on as things are coming together nicely.

Early March we should get the China signoff of 5 year plan and assuming ethanol gets a wider mandate or a mention we should take off. I personally think the recent rise was on some expection of Ethanol mandates after China backtracked last year and held off but Biden will have upped and ante and China are keen to be seen to be leading the US where they can. therefore plenty could happen over next few weeks and then hopefully final results wheels out some bigger news and a divi to cap off a perfect storm. For me the dividend really does need to appear to ensure a proper market cap.

Excellent find urai5 as it all forms a picture. When your looking for a HR manager to join TKGM thats a good sign they are about to need to manage a lot of people. Small nuggets like this add to the credibility we are in the final straight to the financing and given some chunky buys recently others, possibly closer to the action, have the same feeling. We could see that long overdue re-rate in mid March or sooner depending on news and great to also see Copper prices are booming and we are sitting on a massive find that is about to get doubled i suspect.

The issue with bitcoin for me has always been the narrow door on the way out. I remember what happened last crash from $20k to $3k that cash held on escrow was largely cleaned out so holders of crypto had little else but to hold or sell out cheaply waiting for the next wave of newbies to inject new cash into coinbase and other exchanges. It will happen again and probably much quicker given price. lets says on escrow there is currently £30bn in cash thanks to elon musk and a few others injecting cash. It means the first £30bn of exits will be fine but the rest have to hold. Given there is current $1 trillion market cap of Bitcoin we know for sure there is not $1 trillion held by exchanges. Until there is an actual utility for bitcoin its just speculation and you hope to exit at the top and then buy in for next wave. If any big whale decided to cash out it will drain cash and everyone else will look pretty silly. While real economies and governments back actual fiat no one backs bitcoin. at least for gold people melt it down into jewelry and actually use so has a function. Anyway i still have a pot of crypto at bitfinex but more of interest than real.

Also it was only recently we had a director purchase and share incentive plan. Its not probably cool to agree those and almost next day drop big news. Couple of weeks gap is no bad thing to put some distance between lucrative incentives and share changing news. Everything is looking on track and retrace is pretty normal before next legup. as im in for the long haul and not a day trader its of little importance. Global changes are unfolding and Eqtec from my research will directly benefit. We are now waiting on Billingham to prove their business model and then take a view on how many replications we can do and how quickly and with how many parties involved. We have sales in every continent and that will exponentially grow with more case studies.

It is odd another pretty large buy at 2p after close and share price has been static. if last few days have been buys and not a sell then we must be quickly mopping up the float or its a deal behind closed doors. I personally think some of the ANS rabble might have some info and might be building a stake. We know the valuation of the project finance equity is far ahead of Kefi so there is arbitrage to some extent and that might happen as we move into March or when further news is released. I am expecting a finalised deal mid to late March so with update on Saudi before we should be ready for the leap forward.

As a side joke if MC wanted to put a rocket under Condor while he is tightening down the execution he mighg maybe just announce he is going to mine Bitcoins on the side and some of the land to grow CBD oil. Seems any compant with a whiff of either 5x pretty quickly. The herd of Millenial investors are just working on a different valuation model and almost use Tesla as their world bank as i can only understand the near trillion valuation that surely no amount of car selling will ever return serious returns. Worked well for them so far though.

We have reached a paultry market cap of £28m? I think people look and cant actually believe it and assume something is wrong. For a company with such good fundamental growth prospects, incredible IP, profits potentially in double figure millions and sitting on the Ethanol cleantech rocket news must pickup and i just cant see it not moving to £100m market cap simply to even look comparable to out of favour industrial companies making no profits. A as related then i have been holding Eve Sleep from the days of 1.3p banging same drum of massively undervalued etc and today a barely eligible press release went out they are launching a CBD oil and boom along comes 1000s of new investors and share doubles and might well double again as that army of cbd oilies is pretty big these days. All they did was tell the market they are looking at a potentially big growth sector. CNE in my eyes has never once pushed the cleantech narrative and nailed its flag to being part of the climate change solution and as a result has probably a handful of investors. If they did they might get the proper army of new green investors who are all over similar companies that spell it out clearly. Ill get that drink in once we hit £100m market cap and even that is low valuation but just being realistic based on BOD reluctance to be transparent.

Could be good cop/bad cop (JM) with Calibre but one toll agreement issue i remember is the grade conversation as ore from Condor is mixed with Calibre and Condor could get short changed so maybe infill drilling will tighten that up and could be agreed on confirmation of Mestiza. Given Condor is sitting on probably a 5m district even JM must appreciate value of early cashflow as its a small part of the bigger picture and cash from toll will speed up drilling to that 5m ounzes and probably a lot more given all the land rights we have.

Its a good point that CPO will only be expedited once government know plant deposit is paid. I expect hold outs will quickly settle as CPO is almost certainly the worst outcome for land owners. We are getting close. End of March could be a whole different ball game.